DB update including FCA Policy Statements and adviser requirements post Oct 1st

Ipswich Town Hall Gallery Three
Tuesday, 21 May 2019
12:00 pm
    • Jon Hogg APFS, Retirement Specialist, Old Mutual Wealth

Lunch will be available from 12.30pm, with the session starting at 1:00pm and expected to close at 2:00pm

Jon Hogg is a London & South East Pension Specialist with over 20 years’ experience the last 13 years with Skandia/Old Mutual Wealth.

Jon is also an Associate of the Personal Finance Society and holds a number of pension qualifications including G60; JO5; AF3 and AF7. His role includes supporting advisers with client specific enquiries, technical updates and main stage presentations with organizations such as The PFS and AssetTV.

Overview:

DB update including FCA Policy Statements and adviser requirements post Oct 1st

Learning objectives:

By attending this event, delegates will be able to:

• The drivers of demand for DB transfer advice

• Best practice – ‘adviser process’ for DB transfer advice

• Risks – client, adviser and provider

• FCA Policy Statements

• Deepen knowledge in a complex area

Venue
  • Ipswich Town Hall Gallery Three
  • Cornhill
  • Ipswich
  • IP1 1DH
View map

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1 hour's CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.